I wanted to know if there is a Report I can filter them by the account.........

Hi @Danielle Been​ ,

That's a very good question!

If you want to know which products are ​grouped by which account you can run the 'Product List by Group' report, and when setting the criteria to run the report select 'By Account Number'. This will give you a list of all products grouped by the Account they belong to.

I hope that helps.

Best

Mark

Fourth

Hi @Danielle Been​ ,

In order to do what you want, you would either have a custom report ​which would need to be written by our development team (at a cost), if not by yourself or technical resources within your company utilizing the Custom Report writer:

https://fc.force.com/customer/s/article/Adaco-Custom-Reports

Alternatively from the CP (or, generically-speaking, Property level within a Standalone site), you could utilize the Property->Export Data and filter the Products. This would only give you the Account number though, not the name.

If you feel a custom report is the best option for you, please contact your Fourth representative.

Best

Mark

Fourth

Hi @Danielle Been​ ,

In order to do what you want, you would either have a custom report ​which would need to be written by our development team (at a cost), if not by yourself or technical resources within your company utilizing the Custom Report writer:

https://fc.force.com/customer/s/article/Adaco-Custom-Reports

Alternatively from the CP (or, generically-speaking, Property level within a Standalone site), you could utilize the Property->Export Data and filter the Products. This would only give you the Account number though, not the name.

If you feel a custom report is the best option for you, please contact your Fourth representative.

Best

Mark

Fourth

​Hi Mark,

Unfortunately i review this report prior, what i wanted to see actually was for example:

Seafood, Shrimp - Account* inv. Perishables.

If there was a report i could generate which shows each product being assigned to which inventory account, this way i can review them as this process is being down by our purchase team once they create items.

Best Regards,

Danielle

Hi @Danielle Been​ ,

That's a very good question!

If you want to know which products are ​grouped by which account you can run the 'Product List by Group' report, and when setting the criteria to run the report select 'By Account Number'. This will give you a list of all products grouped by the Account they belong to.

I hope that helps.

Best

Mark

Fourth

​Hi Mark,

Unfortunately i review this report prior, what i wanted to see actually was for example:

Seafood, Shrimp - Account* inv. Perishables.

If there was a report i could generate which shows each product being assigned to which inventory account, this way i can review them as this process is being down by our purchase team once they create items.

Best Regards,

Danielle